Sempra

SRE · NYSE

$82.81+$1.07 (+1.31%)TodayMarket closed · Oct 20, 7:45 PM ET

Prev close $81.74

SRE analyst rating

BuyConsensus of 17 analysts over the last 12 months. 71% rate it a buy.

Strong buy0
Buy12
Hold5
Underperform0
Sell0

12-month price target · 20 analysts

Average $102.08 (+23.3% upside)

Low: $83.83
Now: $82.81
High: $123.90

Upgrades and downgrades

The latest rating actions, newest first

SRE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	Oct 14, 2026	Maintains	Buy	$96.00 → $94.00	42%
Barclays	Oct 12, 2026	Maintains	Overweight	$103.00 → $90.00	51%
JP Morgan	Oct 12, 2026	Maintains	Overweight	$102.00 → $99.00	33%
Scotiabank	Sep 29, 2026	Initiates	Sector Perform	$83.00	88%
Morgan Stanley	Sep 18, 2026	Maintains	Overweight	$104.00 → $100.00	52%
Truist Securities	Sep 3, 2026	Maintains	Buy	$100.00 → $96.00	42%
JP Morgan	Sep 2, 2026	Maintains	Overweight	$113.00 → $102.00	33%
Jefferies	Sep 1, 2026	Upgrade	Hold → Buy	$101.00 → $97.00	57%
Mizuho	Aug 31, 2026	Downgrade	Outperform → Neutral	$104.00 → $84.00	57%
Morgan Stanley	Aug 21, 2026	Maintains	Overweight	$108.00 → $104.00	52%

The case for and against

Updated Oct 31, 2025

Bull case

Sempra Energy's substantial utility customer base and significant holdings, including 80% ownership of Oncor in Texas and a 25% stake in Sempra Infrastructure, position the company for robust growth in the energy sector. The anticipated improvements in the terminal value of California utilities due to clarified WFF and prudency standards indicate a favorable outlook for long-term financial performance. Furthermore, management's confidence in the infrastructure franchise's expansion and the extensive project pipeline contributes to the overall valuation, even in a challenging interest rate environment.

Bear case

Sempra Energy's financial reports indicate a decline in net income for Sempra Infrastructure, attributed to lower asset optimization, which raises concerns regarding the company's operational efficiency and profitability. The risk factors highlighted include exposure to wildfire risks, potential delays or cost overruns in the liquefied natural gas development program, and unfavorable regulatory environments in key operating regions, which could adversely impact future growth. Additionally, the Parent & Other segment's significant decline in net income due to increased net interest expenses further underscores the company's declining financial health and growing financial burdens.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.